2. All-weather 7*24-hour telephone self-service inquiry (fund net value, account information, company introduction, product introduction, transaction rate, etc.). ).
3.7*24 hour message box. If you are not in working hours or have a busy seat, you can leave a message and the fund manager will call back as soon as possible within 2 working days.
4. Direct selling customers can open telephone self-service transaction and fax transaction after signing the remote transaction agreement. 1. Investors can make inquiries, suggestions and complaints. By mail, email, fax, etc. The fund manager will give a reply within 7 working days at the latest according to the urgency, and give follow-up feedback at any time during the processing.
2. For letters delivered on non-working days, the fund manager will postpone the reply for one working day. 1. Information query:
Fund net value, company dynamics, company and fund announcements, investor personal account information, sales outlets, enterprise annuity information, etc.
2. Online trading of funds:
Advanced users of China Merchants Bank Card, China Construction Bank Longka Savings Card, Agricultural Bank Jinsui Card, China UnionPay CD Card and Industrial Bank Debit Card can open accounts and trade online through the fund manager's website.
3. Website customer information modification:
Investors can modify and improve customer information under the account inquiry column of the fund manager's website.
4. Operation guide:
Whether it is direct selling, consignment or online trading, investors can get detailed operation procedures.
5. Online services:
WEBCALL manual online consulting service (every Monday to Friday, 8: 30-20: 00), customer message board, trading guide, direct sales file download.
6. SMS and email customization:
Customize free SMS and email consultation through the "account inquiry" column on the homepage of the website.
7. Cathay Pacific QQ link:
Investors can get timely online service support by joining Cathay Pacific QQ Group.
8. Information disclosure:
Fund managers shall disclose the positions, assets, investment income and other information of the funds they manage according to law, so that investors can know the latest situation of the company's fund operation regularly.
9. Financial information:
At present, financial information products include market weekly, quarterly strategy report, cathay pacific fund news, latest market news, market highlights comments and so on. , show the company's market research results and exchange views on market judgment with investors.
10. Interactive area:
Provide investors with an online platform to participate in various financial activities of the company, including the latest activity introduction, on-site activity report, online activity participation, etc. Investors can apply for subscription (unsubscribe) of free SMS by calling the fund manager's customer service phone and website.
1. net subscription: send the weekend net value of the fund to all investors who subscribe for this service every Saturday morning.
2. Dividend Prompt: When its fund pays dividends to investors, the fund manager will send a short message notice, and investors can modify the dividend method and check the dividend situation in time.
3. Birthday and holiday blessings: When the birthday is a holiday, the fund manager will send blessings to investors in time.
4. Issuance Notice: Whenever a fund manager issues a new fund, it will notify the existing investors at the first time.
5. Transaction confirmation: On T+2, notify investors of the confirmation results of applying for fund subscription, redemption and modification of dividend distribution by SMS.
6. Mobile information publications: provide customized mobile company information products for investors, so that investors can keep abreast of the latest market information.
Verb (abbreviation for verb) data sending service
On the premise of obtaining the accurate postal address and postal code from the sales organization, the fund manager will be responsible for sending the following information:
1. Account card and account opening confirmation
Send the account card and the account opening confirmation form to the investor within one month after the account opening confirmation.
2. Statement of fund investors
The statements of fund investors include quarterly statements and annual statements. Provide quarterly report every quarter, and send it in writing to the holders with transactions within 65,438+0 months after the end of each quarter. If the investor does not trade in the quarter, the fund manager will not send the quarterly report, and the annual report will be sent to all holders in writing within 65,438+0 months after the end of each year.
3. In order to strengthen information communication and exchange with investors, fund managers will also send market-related information of other companies to investors from time to time. Fund managers send Cathay Weekly to investors who subscribe to the mail service every week, and occasionally send Cathay Pacific news, market changes, fund announcements, etc.
1. Guotai Weekly: It includes the net performance of the company's funds, the announcements of the company and funds, and the company's dynamics, so that investors can keep abreast of all kinds of information.
2. Cathay News: Timely comment on the changes of hot macro-economy, macro-policies and securities market, important company announcements and the first notice of activities, and answer the hot issues that investors are concerned about.
3. "Latest announcement": provide investors with regular and irregular announcement information of the company's fund products and managers in a timely manner. 1. Diversified entrusted order placing methods: investors can place orders through trading services provided by fund managers and their sales agencies such as counters, telephones, faxes and online transactions.
Fund managers provide investors with electronic fund transactions including ICBC debit card, China Merchants Bank card, China Construction Bank Longka, Agricultural Bank Jinsui card, Industrial Bank debit card and YinUnicom CD card through the company's website, and enjoy corresponding transaction rate concessions.
2. Inter-fund conversion service: investors can convert fund products under the fund manager except Jinding in the same sales organization. At present, the converted sales organizations have been opened: cathay pacific fund Company Direct Sales (including online transactions), China Construction Bank, China Bank, China Merchants Bank, Postal Savings Bank and Guotai Junan, CITIC Jiantou, Haitong Securities, Galaxy Securities, CITIC Jintong, China Merchants Securities, orient securities, soochow securities, Industrial Securities, Guangfa Securities, Shanghai Securities, Hongyuan Securities, Guo Sheng Securities, CITIC Securities, Everbright Securities, Wanlian Securities and so on. Investors can handle this business at all relevant outlets. If other sales organizations open this business, the fund manager or agency will announce it in time.
3. Regular fixed investment plan: investors can apply in the fund sales organization and agree on the deduction time, amount and method of each period. The sales organization will automatically complete the deduction and fund subscription application in the bank account designated by the investor on the agreed deduction date of each period. Investors can handle this business at all relevant outlets. If the sales organization opens this business, the fund manager or the agency will make an announcement in time. 1. Investors can complain about the services provided by fund companies and sales outlets by calling the fund manager's customer service center or by letter, email, fax, etc.
2. For complaints accepted on working days, in principle, it is timely reply on the same day. For complaints that cannot be answered in time, the fund manager promises to reply within 2-7 working days.
3. For complaints filed on non-working days, the fund manager will reply on the postponed working days.